Kodiak AI

[PUBLIC]

Service & Cobot Robotics · HQ: Mountain View, California · Est. 2018 · 2 models registered · 15 deployments

New deploymentRecent pressGoing concern

As of Sep 2026, DEPLOY verifies Kodiak AI: 2 models, 13 deployments across 7 regions, $265.0M raised. 12 sources back the record.

Ownership

PUBLIC

Capital / Funding

$265.0M

Headquarters

Mountain View, California

IP / Patents

Undisclosed

Platform Models

2

Audited Incidents

0

Overview

American autonomous-trucking company (Nasdaq: KDK), founded 2018 by Don Burnette (ex-Otto/Uber). Developer of the Kodiak Driver (L4). Runs customer-owned driverless trucks up to 24/7 hauling frac sand for Atlas Energy in the Permian Basin, and is targeting on-highway long-haul driverless freight in the second half of 2026. Went public via the Ares Acquisition Corp II SPAC in September 2025 and rebranded from Kodiak robotics to Kodiak AI.

Audited Posture AssessmentPeer Percentile: 100.0%

Clean safety record across 15 verified deployments. Strong deployment footprint with 7 operational sites across 11 countries.

  • AV
  • PUBLIC

Key Facts

Founded2018 by Don Burnette (ex-Otto/Uber)
PublicNasdaq: KDK / KDKRW (via Ares Acquisition Corp II SPAC, closed Sept 2025; rebranded Kodiak Robotics to Kodiak AI)
Driverless commercialCustomer-owned driverless RoboTrucks up to 24/7 hauling frac sand for Atlas Energy in the Permian Basin (off-highway lease roads)
Q1 202628 driverless trucks, 23,500+ paid driverless hours, revenue +74%
NextOn-highway long-haul driverless target H2 2026
CEODon Burnette
SPAC mergerAres Acquisition Corp II (AACT)
Key customersAtlas Energy Solutions, JB Hunt, C.R. England
First customer-owned driverless fleetAtlas Energy Solutions, Permian Basin
Funding$100M PIPE financing (May 2026) at steep discount; prior SPAC merger ~$330M (2025); publicly traded (KOD)

Safety & Regulatory Posture

0 entries
Audited Incident & Recall Footprint

No incidents on record for Kodiak AI.

Leadership & Founders

10 entries

Current Program Leadership & Executives

Don Burnettesecondary-verified

Founder & CEO, Co-founder & CEO

Surajit Dattasecondary-verified

Chief Financial Officer

Andreas Wendelsecondary-verified

Chief Technology Officer

Michael Wiesingersecondary-verified

Chief Operating Officer

Jordan Colemansecondary-verified

Chief Legal & Policy Officer

Paz Eshelsecondary-verified

Co-founder & President

Founding Team

Don Burnette[Founder]

cofounder · founded 2018-01-01 · Kodiak Robotics · , Otto

Paz Eshel[Founder]

cofounder · founded 2018-01-01 · no longer at company

Don Burnette[Founder]

cofounder · founded 2018-01-01 · Kodiak Robotics · , Otto

Paz Eshel[Founder]

cofounder · founded 2018-01-01

Key Former Leadership (1 Tracked)

Paz EshelCo-founder & former COO

Partnerships & Commercial Deployments

11 entries
Total Tracked7
Operating3
Announced4
Concluded1

Key Recurring Partners

General Dynamics Land Systems5 · 1× joint · 3 total

Recent Verified Partnerships

  • Kodiak AI x Atlas Energy Solutions (Driverless Fleet Expansion to 100 Trucks)Jul 31, 2026

    MOST RECENT · Kodiak AI x Atlas Energy Solutions (Driverless Fleet Expansion to 100 Trucks) · 2026-07-31 · with Atlas Energy Solutions · OPERATING · Kodiak AI x DriveOhio · 2026-04-21 · with DriveOhio · OPERATING · Kodiak AI x USMC (ROGUE-Fires Autonomy) · 2026-02-11 · with U.S. Marine Corps · JUST ANNOUNCED · Kodiak AI x USMC (ROGUE-Fires) · 2026-02-11 · with U.S. Marine Corps · JUST ANNOUNCED · Kodiak AI x Bosch Autonomous Trucking Hardware · 2026-01-05 · with Bosch · OPERATING

Operator Customers & Fleet Integrators

Kodiak AI - 13 deploymentsKodiak AIKodiak Robotics - 2 deploymentsKodiak Robotics

Platform Models

2 entries

Deployments

15 entries

Sectors & Applications

1 entry

FAQ

13 entries
What is Kodiak AI?

American autonomous-trucking company (Nasdaq: KDK), founded 2018 by Don Burnette (ex-Otto/Uber). Developer of the Kodiak Driver (L4). Runs customer-owned driverless trucks up to 24/7 hauling frac sand for Atlas Energy in the Permian Basin, and is targeting on-highway long-haul driverless freight in the second half of 2026. Went public via the Ares Acquisition Corp II SPAC in September 2025 and rebranded from Kodiak robotics to Kodiak AI.

What does Kodiak AI make?

Kodiak AI has 2 robot models on the DEPLOY registry: Kodiak Driver, Kodiak RoboTruck (Kodiak AI builds both physical robots and the AI that runs them).

Is Kodiak AI publicly traded?

Kodiak AI is not yet publicly traded but is in the process of going public, per the DEPLOY registry.

Who competes with Kodiak AI?

On the DEPLOY registry, peer companies to Kodiak AI building in the same form factors include Tesla, Waymo, Aurora Innovation, BelAZ.

Who is the CEO of Kodiak AI?

Don Burnette is the ceo of Kodiak AI, per the DEPLOY registry.

How can I invest in Kodiak AI?

Kodiak AI is going public via a SPAC merger; its shares become buyable once it begins trading.

Where is Kodiak AI headquartered?

Kodiak AI is headquartered in Mountain View, California, USA.

How much funding has Kodiak AI raised?

Kodiak AI has raised approximately $265M in disclosed funding on record in the DEPLOY registry.

Where does Kodiak AI operate robots?

Kodiak AI operates 13 verified deployments, including at California, Permian Basin, Texas, USA, Texas.

How many robots has Kodiak AI deployed?

DEPLOY has 13 verified Kodiak AI deployments on record at sites including California, Permian Basin, Texas, USA, Texas. That is a count of distinct field deployments each backed by sourced evidence, not a manufacturer's claimed unit total; it updates as new sites are verified.

Is Kodiak AI a top robotics company?

On DEPLOY's intelligence score, which blends verified deployments, funding, hiring, media, safety, and IP signals, Kodiak AI ranks in roughly the top under 1% of companies tracked by the registry.

When was Kodiak AI founded?

Kodiak AI was founded in 2018.

Is Kodiak AI safe?

Kodiak AI has no incidents on record in the DEPLOY registry. This does not constitute a safety guarantee; it reflects the incidents DEPLOY has tracked and verified to date.